Add members to your board

Finally, invite your team members and assign roles. This ensures the right people have access to collaborate, update tasks, and track progress.

You can invite both existing site members and external users.

• Internal users: Existing site members are added to the board immediately.
• External users: When you invite someone outside your organization, a site invitation is sent. They must accept the invitation to join the site before they can access the board.

You can add members to a board in three ways, depending on where you are in the app.

Option 1: From the sidebar

1. In the sidebar, locate the board you want to share.
2. Click the three vertical dots (⋮) next to the board name.
3. Select Add members from the dropdown menu.

4. The ‘Add members’ modal opens. From here:

• Enter a user’s name or email address. You can add multiple users at once.
• Select a Role ( Admin, Editor, or Viewer) to define what each user can do on the board:
  • Admin: Full control to manage the board, configure settings, and delete the board.
  • Editor: Can create, edit, and delete board items.
  • Viewer: Can view and search board items only.

5. Click Send Invite to grant access.

Option 2: From the board header

1. Open the board you want to share.
2. In the board header, click Add members icon.

3. The ‘Add members’ modal opens. From here:

• Enter a user’s name or email address. You can add multiple users at once.
• Select a Role (Admin, Editor, or Viewer) to define what each user can do on the board.

4. Click Send Invite to grant access.

Option 3: From board settings

Step 1: Click Send Invite to grant access.

Option 1: From the sidebar

1. In the sidebar, locate the desired Board.
2. Click the three vertical dots (⋮) that appear next to the board name.
3. Select Settings from the dropdown menu.

Option 2: From the Board header

1. Go to the desired Board space.
2. Click the vertical dots (⋮) in the board header.
3. Select Settings from the dropdown menu.

Step 2: Click Send Invite to grant access.

Step 3: Click Send Invite to grant access.

Step 4: Click Send Invite to grant access.

• Enter a user’s name or email address. You can add multiple users at once.
• Select a (Admin, Editor, or Viewer) to define what each user can do on the board.

Step 5: Click Send Invite to grant access.